| Financial Management Professionals, Inc. | 3 | $0 | 0.00% | +3 | New |
| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 1 | $143 | 0.00% | −8−88.9% | Reduced |
| Tucker Asset Management LLC | 1 | $143 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $143 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 3 | $428 | 0.00% | −17−85.0% | Reduced |
| Bell Investment Advisors, Inc | 5 | $713 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $856 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 7 | $998 | 0.00% | +3+75.0% | Added |
| DiNuzzo Private Wealth, Inc. | 7 | $999 | 0.00% | +1+16.7% | Added |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | +5 | New |
| Sunbelt Securities, Inc. | 9 | $1.28K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 9 | $1.28K | 0.00% | +9 | New |
| Prestige Wealth Management Group LLC | 10 | $1.43K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 11 | $1.57K | 0.00% | +10+1,000.0% | Added |
| International Assets Investment Management, LLC | 12 | $1.71K | 0.00% | +12 | New |
| Private Wealth Management Group, LLC | 13 | $1.85K | 0.00% | +3+30.0% | Added |
| Farmers & Merchants Investments Inc | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 15 | $2.14K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 15 | $2.14K | 0.00% | +15 | New |
| Federation des caisses Desjardins du Quebec | 16 | $2.28K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $2.57K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 18 | $2.57K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 18 | $2.57K | 0.00% | +2+12.5% | Added |
| Massmutual Trust Co FSB | 19 | $2.71K | 0.00% | +14+280.0% | Added |
| Innealta Capital, LLC | 20 | $2.85K | 0.00% | +20 | New |
| Naples Money Management LLC | 22 | $3.13K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 23 | $3.28K | 0.00% | +22+2,200.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 27 | $3.85K | 0.00% | −81−75.0% | Reduced |
| Harbour Investments, Inc. | 27 | $3.85K | 0.00% | +27 | New |
| Parkside Financial Bank & Trust | 28 | $3.99K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 28 | $4.00K | 0.00% | −17−37.8% | Reduced |
| Cape Investment Advisory, Inc. | 29 | $4.13K | 0.00% | +23+383.3% | Added |
| EverSource Wealth Advisors, LLC | 28 | $4.18K | 0.00% | +8+40.0% | Added |
| Hillsdale Investment Management Inc. | 30 | $4.28K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 32 | $4.56K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 28 | $4.67K | 0.00% | +28 | New |
| Smartleaf Asset Management LLC | 34 | $4.84K | 0.00% | +34 | New |
| Opal Wealth Advisors, LLC | 42 | $5.99K | 0.00% | +42 | New |
| C M Bidwell & Associates Ltd | 47 | $6.70K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 51 | $7.27K | 0.00% | +9+21.4% | Added |
| Pacific Center for Financial Services | 52 | $7.42K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 55 | $7.84K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 56 | $7.99K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 55 | $8.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 57 | $8.13K | 0.00% | +2+3.6% | Added |
| WealthCollab, LLC | 58 | $8.27K | 0.01% | −49−45.8% | Reduced |
| GWM Advisors LLC | 59 | $8.41K | 0.00% | −86−59.3% | Reduced |
| Iron Horse Wealth Management, LLC | 60 | $8.56K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 61 | $8.70K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 61 | $8.70K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 62 | $8.84K | 0.00% | +62 | New |
| Quadrant Capital Group LLC | 65 | $9.27K | 0.00% | +1+1.6% | Added |
| EdgeRock Capital LLC | 68 | $9.70K | 0.01% | +68 | New |
| Ci Investments Inc. | 67 | $10.0K | 0.00% | −7−9.5% | Reduced |
| Spire Wealth Management | 81 | $11.6K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 82 | $11.7K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 101 | $14.4K | 0.00% | +101 | New |
| Operose Advisors LLC | 105 | $15.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 110 | $15.7K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 110 | $15.7K | 0.00% | +85+340.0% | Added |
| Whittier Trust Co of Nevada Inc | 116 | $16.5K | 0.00% | +116 | New |
| Painted Porch Advisors LLC | 125 | $17.8K | 0.01% | +125 | New |
| Rise Advisors, LLC | 158 | $22.5K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 171 | $24.4K | 0.01% | −15−8.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $28.5K | 0.01% | −210−51.2% | Reduced |
| Fifth Third Bancorp | 203 | $28.9K | 0.00% | −99−32.8% | Reduced |
| DecisionPoint Financial, LLC | 200 | $29.8K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 180 | $30.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 220 | $31.4K | 0.00% | −54−19.7% | Reduced |
| First Horizon Advisors, Inc. | 225 | $32.1K | 0.00% | +168+294.7% | Added |
| Umb Bank N A | 239 | $34.1K | 0.00% | +143+149.0% | Added |
| TD Private Client Wealth LLC | 254 | $36.2K | 0.00% | +254 | New |
| Signaturefd, LLC | 255 | $36.4K | 0.00% | +7+2.8% | Added |
| CIBC Private Wealth Group, LLC | 269 | $38.1K | 0.00% | +28+11.6% | Added |
| Quarry LP | 281 | $40.1K | 0.02% | +281 | New |
| DT Investment Partners, LLC | 290 | $41.4K | 0.00% | +290 | New |
| Hoey Investments, Inc | 300 | $42.8K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 339 | $48.3K | 0.01% | −74−17.9% | Reduced |
| Exchange Traded Concepts, LLC | 416 | $59.3K | 0.00% | +29+7.5% | Added |
| Advisors Asset Management, Inc. | 433 | $61.7K | 0.00% | −1,251−74.3% | Reduced |
| Farther Finance Advisors, LLC | 473 | $67.3K | 0.00% | +394+498.7% | Added |
| Natixis | 547 | $78.0K | 0.00% | −86−13.6% | Reduced |
| Park Place Capital Corp | 570 | $81.3K | 0.03% | −125−18.0% | Reduced |
| Compagnie Lombard Odier SCmA | 600 | $85.6K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 600 | $85.6K | 0.00% | +600 | New |
| Simplex Trading, LLC | 680 | $96.0K | 0.00% | −73−9.7% | Reduced |
| CWM, LLC | 677 | $97.0K | 0.00% | +428+171.9% | Added |
| Lindbrook Capital, LLC | 682 | $97.3K | 0.01% | +76+12.5% | Added |
| Steward Partners Investment Advisory, LLC | 692 | $98.7K | 0.00% | −512−42.5% | Reduced |
| CVA Family Office, LLC | 700 | $99.8K | 0.02% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 742 | $105.8K | 0.05% | +46+6.6% | Added |
| Global Retirement Partners, LLC | 743 | $106.0K | 0.00% | +584+367.3% | Added |
| Proequities, Inc. | 780 | $111.2K | 0.01% | −1,038−57.1% | Reduced |
| Halpern Financial, Inc. | 795 | $113.4K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 813 | $115.9K | 0.02% | +64+8.5% | Added |
| KBC Group NV | 897 | $128.0K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 910 | $129.8K | 0.02% | +200+28.2% | Added |
| Huntington National Bank | 926 | $132.0K | 0.00% | −1,050−53.1% | Reduced |
| Ronald Blue Trust, Inc. | 807 | $134.7K | 0.00% | +572+243.4% | Added |
